Ian is passionate about helping clients to get to understand their life’s goals and objectives through financial planning.
“I became a financial planner and continue to enjoy financial planning because I relish:
Having worked customer service roles for over 20 years I pride myself on understanding what good client relationships are and strive to always exceed expectations. With an extensive administration experience, I am pleased to be able to help clients in a variety of circumstances and be a part of the Morrison Personalised Wealth Management Team. Outside of work I have teenage son and a Cockerpoo, both of which keeps me on my toes.
Mike's ambition is simple - to bring some security and peace of mind to the people that he works with. Having witnessed the benefits that good financial planning can bring, Mike is committed to helping clients:
Mark has worked with Morrison PWM since its inception working providing IT support. Mark has spent a significant portion of his career in financial services and along with his technical background holds a number of financial services qualifications.
Outside work, Mark enjoys time with his family, the occasional round of golf and watching cricket, when not suffering as a Blackburn Rovers fan.
Tracey has over 40 years experience in the insurance and financial services sector. Starting her career with a well known insurance company and independent financial advisers and more recently supporting Directors within Chartered Wealth Management. Tracey has built up a strong administrative background and her studies with the Chartered Insurance Institute has developed her extensive knowledge of protection, pensions and investments for both individuals and corporate clients.